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S
SOCAL Al
Level 2
April 12, 2021
Question

Prorate items after moving from US to canada

  • April 12, 2021
  • 1 reply
  • 11 views

Move to Canada mid year.  What needs to be prorated i.e. SS,, investment income etc.???

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1 reply

BobKamman
BobKamman
Level 15
April 12, 2021

US citizen? Resident alien?

    S
    SOCAL AlAuthor
    Level 2
    April 12, 2021

    Current status is resident alien but maybe duel citizenship.  One is US and not Canadian as far as I know.  they have sole us home and plan to stay in Canada.  

    BobKamman
    BobKamman
    Level 15
    April 12, 2021

    US citizens and resident aliens are taxed on all their income, regardless of where they live.  They may qualify for foreign tax credit or exclusion of earned income (from your post, sounds like they're retired).  You might be able to pro-rate income for state tax purposes.  If they owe Canadian tax, they need to know how much in order to calculate foreign tax credit.  

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